Research Analysts Offer Predictions for AKAM FY2026 Earnings

Akamai Technologies, Inc. (NASDAQ:AKAM) – Scotiabank reduced their FY2026 earnings per share (EPS) estimates for shares of Akamai Technologies in a research note issued on Thursday, October 1st. Scotiabank analyst P. Colville now anticipates that the technology infrastructure company will earn $3.55 per share for the year, down from their prior estimate of $3.63. The consensus estimate for Akamai Technologies’ current full-year earnings is $3.59 per share.

Akamai Technologies (NASDAQ:AKAM) last posted its quarterly earnings data on Thursday, August 6th. The technology infrastructure company reported $1.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.02. Akamai Technologies had a net margin of 9.51% and a return on equity of 11.32%. The firm had revenue of $1.10 billion for the quarter, compared to the consensus estimate of $1.09 billion. During the same period in the previous year, the firm earned $1.73 EPS. The business’s revenue for the quarter was up 5.4% compared to the same quarter last year. Akamai Technologies has set its Q3 2026 guidance at 1.600-1.800 EPS and its FY 2026 guidance at 6.400-7.050 EPS.

Several other research firms have also issued reports on AKAM. TD Cowen upped their target price on Akamai Technologies from $140.00 to $149.00 and gave the company a “hold” rating in a report on Friday, September 25th. Evercore reaffirmed an “outperform” rating on shares of Akamai Technologies in a report on Friday, September 25th. Bank of America upped their price objective on Akamai Technologies from $175.00 to $185.00 and gave the company a “buy” rating in a research note on Friday, September 25th. Guggenheim increased their price objective on Akamai Technologies from $190.00 to $225.00 and gave the company a “buy” rating in a report on Friday, September 25th. Finally, Piper Sandler restated an “overweight” rating and issued a $158.00 target price (up from $125.00) on shares of Akamai Technologies in a research note on Friday, September 25th. Thirteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $150.10.

Akamai Technologies Stock Up 0.5%

Akamai Technologies stock opened at $106.93 on Friday. Akamai Technologies has a fifty-two week low of $70.82 and a fifty-two week high of $165.45. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.64 and a current ratio of 1.64. The firm’s 50-day simple moving average is $111.80 and its 200 day simple moving average is $118.89. The stock has a market cap of $15.37 billion, a PE ratio of 38.46, a price-to-earnings-growth ratio of 4.99 and a beta of 0.62.

Insider Buying and Selling

In other news, EVP Paul Joseph sold 3,100 shares of Akamai Technologies stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $105.63, for a total transaction of $327,453.00. Following the sale, the executive vice president owned 28,472 shares of the company’s stock, valued at approximately $3,007,497.36. The trade was a 9.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kim Salem-Jackson sold 2,013 shares of Akamai Technologies stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $128.00, for a total value of $257,664.00. Following the sale, the executive vice president owned 57,197 shares in the company, valued at $7,321,216. This represents a 3.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 12,135 shares of company stock valued at $1,467,221 over the last quarter. 2.30% of the stock is owned by company insiders.

Institutional Trading of Akamai Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Silvant Capital Management LLC purchased a new position in shares of Akamai Technologies in the 2nd quarter worth about $32,000. Root Financial Partners LLC increased its position in shares of Akamai Technologies by 45.8% during the fourth quarter. Root Financial Partners LLC now owns 350 shares of the technology infrastructure company’s stock valued at $31,000 after acquiring an additional 110 shares in the last quarter. Sarver Vrooman Wealth Advisors bought a new position in Akamai Technologies in the 4th quarter valued at approximately $31,000. Cedar Mountain Advisors LLC purchased a new stake in Akamai Technologies during the 1st quarter valued at $47,000. Finally, Persistent Asset Partners Ltd bought a new stake in shares of Akamai Technologies in the 2nd quarter worth $54,000. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Key Akamai Technologies News

Here are the key news stories impacting Akamai Technologies this week:

• Positive Sentiment: Anthropic deal strengthens AI outlook: Akamai’s reported $11.6 billion cloud commitment with Anthropic is being viewed as a potentially important catalyst for demand across its cloud, edge-computing and cybersecurity businesses. Analysts note that the agreement could materially change the market’s perception of Akamai, though its ultimate financial impact remains uncertain. Akamai just landed an $11.6 billion AI deal
• Positive Sentiment: Positive analyst and media commentary: President Capital raised its Akamai price target from $150 to $168 and maintained a buy rating, implying substantial upside from recent levels. CNBC commentator Jim Cramer also identified Akamai as his preferred buy among Akamai, Cloudflare and Fastly, citing its comparatively low valuation and Anthropic commitment. AI is a boon for 3 internet traffic cop stocks
• Positive Sentiment: AI traffic opportunity: Growing use of AI agents is expected to increase internet traffic and demand for infrastructure, positioning Akamai to benefit from higher usage of its delivery, cloud and security services.
• Neutral Sentiment: Akamai and Resurety completed what they described as the first exchange-executed virtual power purchase agreement, highlighting the company’s renewable-energy efforts but likely having limited immediate earnings impact. Resurety and Akamai Make Clean Energy History
• Negative Sentiment: Recent market weakness and insider selling: Akamai recently declined more than the broader market, while two insiders disclosed sales totaling 9,035 shares. These items may weigh modestly on sentiment, though the sales are small relative to the company’s market capitalization. Why Akamai Technologies Dipped More Than the Broader Market

Akamai Technologies Company Profile

Akamai Technologies, Inc (NASDAQ: AKAM) provides cloud computing, cybersecurity and content delivery services for businesses and public-sector organizations. Its distributed edge platform helps customers deliver websites, applications, media and other digital experiences while improving performance, availability and scalability.

The company’s services include web and application performance optimization, content delivery, cloud infrastructure, application and API security, distributed denial-of-service protection, zero-trust security and bot management.